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Technology Stocks : CMGI What is the latest news on this stock? -- Ignore unavailable to you. Want to Upgrade?


To: KELLIS who wrote (12532)8/12/1999 11:39:00 AM
From: James Thompson  Read Replies (1) | Respond to of 19700
 
VCall summary

Was very impressed with CMGI's facility, size, etc.

CMGI is strategically placed and is growing very fast.

CMGI has had many successful ventures that are now bearing fruit.
Chemdex
Engage (a great company)

Target share price based on asset value of various investments = $50.

Valued on the potential for all CMGI holdings, target price $150.

We are now closer to the lower number, so upside potential is certainly there.

CMGI should be valued similar to Berkshire Hathaway or as a mutual fund.

The time to own CMGI stock is when the IPO market heats up.

Jim